View Professional services disposal

Professional services disposal

Sector: Professional Services sector Size (Number of employees) : Team of 10 Location: Dublin Business Issue : A professional services business serving hundreds of clients to be sold in six months Background: Due to a family relocation, I decided to exit my Dublin accountancy practice. My goal was to complete a trade sale within six…

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View Technology business owners seeking financial security

Technology business owners seeking financial security

Sector: Technology Size (Number of employees): Team of 18 Turnover: €2.1m Location: Ireland Business Issue: No management information to enable business critical decision-making Background: The frustrated owners of a technology business had no reliable management information on which to base key business decisions. Turnover had trebled in twelve months, but revenues were volatile and dependent…

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View Financial review for Dublin based family restaurant

Financial review for Dublin based family restaurant

Background I was approached by a small restaurant company operating in the Dublin area. The company has been in existence for approximately 25 years and during that time had built sales up to €1.3m and had a relatively strong balance sheet with healthy reserves. As a result of lockdown the company’s customers, tourists, office workers,…

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View Improved Financial & Management Reporting

Improved Financial & Management Reporting

Background A small business unit within a bank had gone through a period of growth. To meet customer requirements, sales agreements had become more complex. There was pressure to reduce or eliminate costs. The existing accounting system had not had real resources invested in it for a number of years and was increasingly not fit…

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View Successful exit for family owned food business

Successful exit for family owned food business

Business Issue Star Foods S.A. was a start up Company in Poland owned by a Greek, entrepreneurial family. The patriarch was charismatic, energetic and visionary. He had four sons who he was grooming to take over. Some were more competent than others. An informal decision making process, high priority for growth with an end goal…

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View Associate FD increases business owners profit by 6%

Associate FD increases business owners profit by 6%

Background With the competition increasing and requirement for high volume, low cost product, the parent company took a decision to purchase a low-cost European manufacturing company to supplement the current European group’s activities. Having played a key role in the due diligence of the acquisition, I was now tasked with the integration of the new…

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View Grant funding win for construction client

Grant funding win for construction client

Business Issue: The company had been growing steadily over the last few years, however it had an issue with a large contractor. This caused its revenues to shrink and so a revised plan was needed to help the company expand. Background: The company is a highly successful business group with a large standing in the…

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View Management accounts production saves business sale transaction

Management accounts production saves business sale transaction

Background The company was a small but fast-growing, privately-owned IT Cybersecurity Distributor and had recently upgraded from Sageline 50 to the NetSuite ERP system.  Having upgraded part-way through their financial year, the accounts team was struggling to reconcile closing balances in Sageline 50 with opening balances in NetSuite.  There were also some weaknesses in the…

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View Case Study: Finance and management information

Case Study: Finance and management information

Background: The company had reorganised and introduced Oracle as a new accounting system. Coupled with this, the group had been reorganised into separate business units giving a further challenge to senior management to understand the performance of each part of the group. The information produced from that system was unwieldy and untimely to the extent…

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